Patient Workup Report

The Patient Workup exports a selected set of records from a single patient's file as PDFs to a location on your computer. This report can be used for sharing a curated set of records with a third party, for example when referring a patient to another doctor.

1. Go to Admin > Exports and Imports > Patient Workup.
2. The Patient Workup screen will open with the details of the patient you are currently on.

3. Select the required records in the 'Record Selection' sectioned.
   • Tick the check-box to 'Select All' if needed.
   • Un-ticking the 'Group by Category' option will automatically sort the records by date.
4. Select the Patient Identifier accordingly.
5. Use the Browse button to nominate an export location for the Patient Workup.
6. Select Create Workup.
7. When completed, a pop-up will appear offering to immediately open the export location.
   • Select Yes - Open Location to open the folder.

8. The records will appear in the chosen folder for your review.